Barclays Lowers Tractor Supply (NASDAQ:TSCO) Price Target to $44.00

Tractor Supply (NASDAQ:TSCO) had its price target reduced by equities research analysts at Barclays from $51.00 to $44.00 in a note issued to investors on Wednesday,MarketScreener reports. The brokerage currently has an “equal weight” rating on the specialty retailer’s stock. Barclays‘s target price suggests a potential upside of 19.58% from the company’s current price.

A number of other brokerages have also recently issued reports on TSCO. UBS Group reduced their price objective on Tractor Supply from $55.00 to $44.00 and set a “neutral” rating on the stock in a research note on Wednesday. TD Cowen reduced their price objective on Tractor Supply from $55.00 to $53.00 and set a “hold” rating on the stock in a research note on Friday, January 30th. Truist Financial set a $44.00 price objective on Tractor Supply and gave the company a “hold” rating in a research note on Tuesday. Raymond James Financial reduced their price objective on Tractor Supply from $60.00 to $48.00 and set an “outperform” rating on the stock in a research note on Wednesday. Finally, BNP Paribas Exane cut their target price on Tractor Supply from $58.00 to $45.00 and set an “outperform” rating on the stock in a research note on Wednesday. Fifteen research analysts have rated the stock with a Buy rating and thirteen have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $49.08.

Tractor Supply Trading Down 3.6%

Shares of NASDAQ:TSCO traded down $1.38 on Wednesday, reaching $36.80. 7,600,193 shares of the company traded hands, compared to its average volume of 7,326,902. The business’s 50-day simple moving average is $47.59 and its 200 day simple moving average is $51.34. Tractor Supply has a 52 week low of $36.83 and a 52 week high of $63.99. The stock has a market capitalization of $19.35 billion, a P/E ratio of 18.04, a price-to-earnings-growth ratio of 2.09 and a beta of 0.75. The company has a current ratio of 1.38, a quick ratio of 0.16 and a debt-to-equity ratio of 0.86.

Tractor Supply (NASDAQ:TSCO) last announced its quarterly earnings data on Tuesday, April 21st. The specialty retailer reported $0.31 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.35 by ($0.04). Tractor Supply had a net margin of 6.91% and a return on equity of 42.58%. The company had revenue of $3.59 billion for the quarter, compared to the consensus estimate of $3.64 billion. During the same period last year, the business posted $0.34 earnings per share. The firm’s quarterly revenue was up 3.6% compared to the same quarter last year. Tractor Supply has set its FY 2026 guidance at 2.130-2.230 EPS. As a group, equities analysts anticipate that Tractor Supply will post 2.17 EPS for the current fiscal year.

Insiders Place Their Bets

In other Tractor Supply news, EVP Colin Yankee sold 11,170 shares of the stock in a transaction on Friday, February 13th. The stock was sold at an average price of $55.35, for a total value of $618,259.50. Following the completion of the transaction, the executive vice president owned 45,515 shares in the company, valued at approximately $2,519,255.25. This represents a 19.71% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Kurt D. Barton sold 1,929 shares of the stock in a transaction on Friday, February 6th. The stock was sold at an average price of $53.94, for a total value of $104,050.26. Following the completion of the transaction, the chief financial officer owned 44,736 shares of the company’s stock, valued at approximately $2,413,059.84. This trade represents a 4.13% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 222,348 shares of company stock valued at $11,959,621 in the last 90 days. Corporate insiders own 0.64% of the company’s stock.

Hedge Funds Weigh In On Tractor Supply

Institutional investors have recently added to or reduced their stakes in the company. Garner Asset Management Corp purchased a new position in shares of Tractor Supply during the fourth quarter valued at approximately $25,000. Reflection Asset Management purchased a new position in shares of Tractor Supply during the fourth quarter valued at approximately $26,000. Aventura Private Wealth LLC purchased a new position in shares of Tractor Supply during the fourth quarter valued at approximately $27,000. Core Wealth Advisors LLC purchased a new position in shares of Tractor Supply during the fourth quarter valued at approximately $27,000. Finally, Bayban purchased a new position in shares of Tractor Supply during the fourth quarter valued at approximately $28,000. Institutional investors own 98.72% of the company’s stock.

Trending Headlines about Tractor Supply

Here are the key news stories impacting Tractor Supply this week:

• Positive Sentiment: Reaffirmed guidance, store growth and digital momentum: Q1 results showed net sales up 3.6% driven by 40 new stores and double?digit digital growth; management kept FY 2026 guidance intact, which limits near?term downside risk. Earnings Highlights
• Positive Sentiment: Income/contrarian angle: the stock’s drop has pushed yield higher and some retail commentary calls the name “oversold,” supporting a potential value/dividend trade for income investors. Fool: Dividend Opportunity
• Positive Sentiment: Some brokers still maintain bullish stances (Citigroup retained a buy rating despite cutting its target; DA Davidson has also kept a buy-oriented view even after lowering its target), indicating pockets of analyst support for upside—though targets were trimmed. (Benzinga coverage)
• Neutral Sentiment: Valuation comparison: analyses comparing Tractor Supply to peers like Petco (WOOF) suggest mixed signals on which is the better value right now—useful background but not a direct catalyst. Zacks: WOOF vs TSCO
• Negative Sentiment: Q1 miss and flat comps sparked the selloff: EPS and revenue both missed Street expectations and same?store sales were essentially flat, the primary immediate driver of the decline. Why TSCO Is Down
• Negative Sentiment: Multiple analyst downgrades/target cuts: several large brokers trimmed price targets or lowered expectations (UBS, Mizuho, Morgan Stanley, Wells Fargo, Telsey, Piper Sandler, DA Davidson among others), increasing selling pressure and reducing near?term upside consensus. Examples: UBS Pessimistic Mizuho Lowers Expectations Morgan Stanley Forecast
• Negative Sentiment: Technical/market reaction: the post?earnings move set a new 52?week low and triggered further momentum selling, amplifying the price decline. New 1-Year Low

About Tractor Supply

Tractor Supply Company (NASDAQ: TSCO) is a specialty retailer focused on products for the home, farm, ranch and outdoors. The company operates a network of physical retail locations complemented by an e-commerce platform, offering a one-stop source of supplies and equipment for customers with rural and suburban lifestyles. Its merchandise assortment targets a range of needs, from animal and livestock care to maintenance, outdoor power equipment, and seasonal products.

Product categories include animal feed and supplies, pet products, fencing and fencing supplies, equine equipment, lawn and garden tools, work clothing and footwear, and small agricultural and outdoor power equipment.